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Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case…
Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a…
A star analyst says the market is valuing Oracle's massive OCI-driven backlog at essentially nothing, and one investor thinks that…
AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether…
Investors are punishing hyperscalers for their massive AI spending sprees, but the real danger may lurk on the opposite side…
Wall Street analysts have slapped a price target on Oracle implying triple-digit upside, yet the company burned through billions in…
Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily…
Wall Street analysts are still pounding the table on McDonald's, Oracle, and Uber even as all three sink toward 52-week…
Cisco was the indispensable infrastructure giant of its era, posting real revenue right up until its customers ran out of…
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad…
Hydrogen and fuel-cell stocks are getting crushed Friday despite bull cases that still look intact, and the reason behind the…
Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly…
Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI…
Uber just cut a chunk of its customer service workforce in the name of AI efficiency, and it is far…
Oracle just scored a blockbuster Pentagon contract while its stock sits near a decade low and Larry Ellison has watched…
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